Paraplanner - Financial Planning Specialist
2 months ago
Job Title: Paraplanner - Financial Planning Specialist
About the Role:
We are seeking a highly skilled and experienced Paraplanner to join our team at Capio Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial planning firm's growth and success.
Key Responsibilities:
- Provide technical support to financial advisors and directors in informing and advising on financial planning factors.
- Utilize suitable plans and products to ensure business can be processed efficiently.
- Organize reports and illustrations in a timely and accurate manner.
Requirements:
- Minimum 2 years of experience in Paraplanning.
- Level 4 Diploma Qualified.
- Desire to progress their career further within Financial Planning.
- High level of attention to detail and accuracy in their work.
What We Offer:
- An inclusive and supportive culture.
- A discretionary bonus.
- A healthy holiday package.
- Good pension contributions.
- Private Medical Care and Insurance.
- Team socials.
- An early finish on a Friday.
About Us:
Capio Recruitment is a boutique recruitment agency specializing in Financial Planning and related roles. We pride ourselves on building long-term relationships with our clients and candidates, and we are committed to providing exceptional service and support.
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